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Category: New

boulder colorado risk management finacial planning
Articles
Kevin Taylor

Mastering Risk Management: Insurance – A Comprehensive Guide

Insurance is a crucial component of risk management, offering protection against unforeseen events that can have significant financial implications. In this blog post, we will explore best practices in life insurance, homeowners and property and casualty coverages, identify gaps in

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Boulder Investment Experts
Articles
Kevin Taylor

What is the PCE inflation index?

The PCE inflation index refers to the Personal Consumption Expenditures price index, which is a way to measure inflation or changes in the overall price level of goods and services in an economy. Inflation is the rate at which prices

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Boulder Financial Planning, Financial Expertise
Articles
Peter Locke

What is an Estate Plan?

Estate planning is one of the most skipped parts of peoples’ financial lives. Whether you’ve put it off because you didn’t know anything about it, it’s boring, expensive, or because you don’t think you have enough assets, I hope this

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Boulder Financial Advisors, Investment Specialists, Real Estate Advisors
Articles
Kevin Taylor

What’s making Real Estate investors “Smile”?

Investing in the property along with demographic trends is a wise and efficient investment strategy because it allows investors to capitalize on the housing, storage, and infrastructure needs of huge swaths of people. For example, as the population ages, there

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